Simplicity Wealth,Llc Schwab Strategic Tr Us Small C Transaction History
Simplicity Wealth,Llc
- $4.32 Billion
- Q2 2024
A detailed history of Simplicity Wealth,Llc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Simplicity Wealth,Llc holds 152,522 shares of SCHA stock, worth $7.84 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
152,522
Previous 144,908
5.25%
Holding current value
$7.84 Million
Previous $7.14 Million
1.43%
% of portfolio
0.17%
Previous 0.17%
Shares
6 transactions
Others Institutions Holding SCHA
# of Institutions
1,119Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.48 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.14 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$614 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$541 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$378 Million0.51% of portfolio